See where revenue risk is hiding across your portfolio
Segment your entire portfolio by risk, ARR, timeline, and owner — with action plans per segment
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Renewal Portfolio Segmentation
Segment your book by risk and ARR
What you get
Portfolio segmented across 5 dimensions: risk tier, ARR band, renewal proximity, owner, and engagement
Revenue-at-risk heatmap showing where dollars concentrate across risk and timeline
Owner coverage analysis with overload flags and rebalancing recommendations
Segment-level action plans — what your team should do with each segment this week
Delivered in under 2 minutes. Run for Monday standups, board reviews, or quarterly planning.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Works with any HubSpot tier.
Agent Segments Your Portfolio
Slices your entire renewal book across 5 dimensions simultaneously and builds a revenue-at-risk heatmap.
Focus Your Team
Get segment-level action plans, owner workload analysis, and a clear view of where to deploy your team this week.
The Difference
Stop guessing. Start knowing.
Without Renewal Portfolio Segmentation
Hours in spreadsheets trying to slice the portfolio by risk, timeline, and owner
No visibility into which CSMs are overloaded with at-risk accounts
Board pipeline reviews based on gut feel and anecdotal updates
Same playbook applied to every segment regardless of risk profile
With Renewal Portfolio Segmentation
5-dimensional portfolio view generated in under 2 minutes
Clear owner workload analysis with rebalancing recommendations
Board-ready revenue-at-risk heatmap with data behind every number
Targeted action plans per segment — different plays for different risk profiles
Capabilities
What's Inside
Multi-Dimensional Segmentation
Portfolio sliced 5 ways simultaneously: risk tier, ARR band, renewal proximity, owner distribution, and engagement recency.
Revenue-at-Risk Heatmap
Matrix showing where revenue concentrates across risk and time dimensions — spot the fire zone instantly.
Owner Coverage Analysis
Each CSM's book segmented by risk with overload flags and rebalancing recommendations.
Segment-Level Action Plans
Each segment gets specific guidance — not just counts, but what your team should do with that segment this week.
Four Focus Modes
Full Analysis, Risk Triage, Owner Workload, or Board View — get exactly the depth you need.
Built for you if…
You're a VP of CS who needs portfolio-level visibility for board and leadership reviews
You're a CS leader running Monday standups and need a weekly risk snapshot
You're responsible for workload balancing across your CSM team
You want to move from reactive firefighting to proactive portfolio management
One missed risk cluster can cost your team an entire segment of renewals.
$25/mo for Customer Success Fleet or $79/mo for all 4 fleets · cancel anytime · no per-token costs
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history. We never modify your data.
Under 2 minutes. Connect HubSpot, choose your focus mode (Full Analysis, Risk Triage, Owner Workload, or Board View), and get your segmentation.
Yes. The Board View focus mode produces a clean revenue-at-risk summary designed for executive audiences.
Yes. The owner coverage analysis flags overloaded CSMs and recommends specific account transfers with relationship disruption warnings.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.
More in Customer Success Fleet
Subscribe and see results in 2 minutes
Connect your HubSpot, run Renewal Portfolio Segmentation, see results across your portfolio. Cancel anytime · no per-token costs.
$25/mo for Customer Success Fleet · or all 4 fleets for $79/mo ($25/mo founder pricing) · see pricing